+16,011.1%
STX vs UTHR
+5,715.3%
+10,295.8%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -0.5% | +6.9% | +6.5% |
| 7D | +2.4% | -5.4% | +7.8% | +3.7% |
| 30D | +1.4% | -6.0% | +7.4% | +2.7% |
| 3M | -8.2% | -11.0% | +2.8% | -6.0% |
| 6M | +127.0% | -0.5% | +127.6% | +125.4% |
| YTD | +209.1% | +0.1% | +209.1% | +206.2% |
| 1Y | +365.4% | +28.2% | +337.3% | +335.4% |
| 3Y | +1,135.4% | +113.8% | +1,021.6% | +892.8% |
| 5Y | +991.5% | +131.3% | +860.2% | +742.0% |
| 10Y | +3,695.8% | +296.7% | +3,399.1% | +2,299.9% |
| All | +16,011.1% | +5,715.3% | +10,295.8% | +3,390.4% |
Cumulative growth
Daily Returns
Daily percentage return beside UTHR.
Daily Out/Under-Performance
Portfolio return minus UTHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UTHR return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded UTHR wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling